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Avantax Planning Partners, Inc.: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on PM, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 8,486 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,486 shares
    Change vs previous 13F +95 shares

    0.04% of the 13F portfolio, value $1,535,123.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,391 shares
    Change vs previous 13F -2,539 shares

    0.04% of the 13F portfolio, value $1,387,296.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,930 shares
    Change vs previous 13F +112 shares

    0.05% of the 13F portfolio, value $1,753,102.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,818 shares
    Change vs previous 13F +47 shares

    0.05% of the 13F portfolio, value $1,754,680.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,771 shares
    Change vs previous 13F -623 shares

    0.06% of the 13F portfolio, value $1,961,722.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,394 shares
    Change vs previous 13F -384 shares

    0.06% of the 13F portfolio, value $1,808,570.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,778 shares
    Change vs previous 13F +885 shares

    0.05% of the 13F portfolio, value $1,417,513.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,893 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,322,442.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).